• 13F History

MPWM ADVISORY SOLUTIONS, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 18, 2025
Value $
$137M
Signature - Title
Evelyn Perez - Chief Compliance Officer
Location
Alpharetta, GA
Summary
This page shows a list of all the recent 13F filings made by MPWM ADVISORY SOLUTIONS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MPWM ADVISORY SOLUTIONS, LLC reported 736 stock holdings with total value $137M as of Q4 2024. Top holdings included SPY, SPTM, SPTL, QQQM, and QQQ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 736 $137M $0 $0 SPY, SPTM, SPTL, QQQM, QQQ 13F-HR 2/14/2025, 05:39 PM